Caliber Wealth Management (Utah)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,779
| Closed | -$492K | – | 59 |
|
|
2023
Q1 | $492K | Sell |
3,779
-11,770
| -76% | -$1.53M | 0.37% | 48 |
|
|
2022
Q4 | $2.09M | Buy |
15,549
+11
| +0.1% | +$1.48K | 1.59% | 18 |
|
|
2022
Q3 | $1.62M | Buy |
15,538
+31
| +0.2% | +$3.24K | 1.28% | 35 |
|
|
2022
Q2 | $1.75M | Buy |
15,507
+162
| +1% | +$18.2K | 1.36% | 32 |
|
|
2022
Q1 | $2.09M | Buy |
15,345
+1,499
| +11% | +$204K | 1.34% | 35 |
|
|
2021
Q4 | $2.19M | Buy |
13,846
+2,879
| +26% | +$455K | 1.51% | 27 |
|
|
2021
Q3 | $1.83M | Buy |
10,967
+2,597
| +31% | +$433K | 1.29% | 38 |
|
|
2021
Q2 | $1.3M | Buy |
+8,370
| New | +$1.3M | 0.92% | 45 |
|